Account Representative

The Wood Agency Life; Salt Lake City (UT); Remote; USD 60,000 - 90,000; Full time

Job summary

The Wood Agency Life is seeking self-directed sales professionals for a 100% remote, 1099 life insurance role. You’ll discuss money matters carefully with families who’ve requested information and guide them through carrier options.

You’ll contact leads, review finances, complete applications with the client, and log activity in the CRM. A banking background and a state life insurance license (or plan to obtain) help you succeed in a flexible agency that offers mentorship and multiple carrier

Qualifications

• Background in banking, lending, or credit union member services.
• Comfortable with forms, disclosures, and precise recordkeeping.
• Able to discuss family finances respectfully and without pressure.
• License: state life insurance license required or plan to obtain before first sale.
• Self-directed and capable of planning your day and follow-up.
• Authorized to work in the United States (18+).

Responsibilities

• Contact leads who requested life insurance information and book appointments.
• Review households' finances before discussing coverage.
• Explain carrier options and complete applications together.
• Handle applications and disclosures accurately for underwriting.
• Log activity in the CRM and stay compliant.
• Maintain client communications through carrier review process.

Skills

Banking background

CRM usage

Self-directed work

Clear money discussions

Education

State life insurance license (or plan to obtain)

Tools

CRM software

Job description

If you've worked at a bank or credit union, you already know how to discuss money decisions carefully. This 100% remote, 1099 independent-contractor life insurance sales role puts that to work for families who asked for information.

What you'll actually do

• Contact people who have already requested life insurance information and book appointments
• Review each household's finances and obligations before discussing any coverage
• Explain how options differ across carriers, then complete the application together
• Handle applications and disclosures accurately, because details matter to underwriting
• Track every open case through the carrier's review and keep clients informed
• Log activity in the CRM and keep up with compliance training

Who this is a fit for

• A background in banking, lending, or credit union member service
• Comfortable with forms, disclosures, and precise recordkeeping
• Able to talk about family finances respectfully and without pressure
• A state life insurance license, or a plan to get licensed before your first sale
• Self-directed, planning your own day and your own follow-up
• At least 18 and legally authorized to work in the United States

What we provide

• Exclusive lead systems built for people who've already raised their hand about coverage
• Contracts with 43 carriers, which gives you real options for every family you serve
• Mentorship straight from Ben and Andrea, the people who run the agency
• Weekly team calls, call reviews, and scripts available to agents

The honest part

Compensation: paid under an independent contractor (1099) contract. If you want the processing side of finance without the conversation that leads to a decision, this isn't the right fit.

The Wood Agency Life. Ben Wood, NPN 20251128. Independent insurance agency. Agents are independent contractors (1099) paid under contract. A state life insurance license is required before soliciting or selling business, and licensing timelines vary by state. Equal opportunity - we consider every applicant regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.